We researched and did multiple demos with both. Ultimately we picked Canopy because Karbon did not all of the modules we needed. We switched from Liscio/FileCabinet/Workpapers/Caseware/Practice CS to Canopy in August 2025. We are still working through ...
HI Lacey, We may be able to assist you with your question. Our firm, Abdo, developed a PowerBI solution called Compass that over 100 firms use to pull data from their practice management system into real time, drillable, dashboards. Happy to share ...
Thank you so much, I will check them out! Thanks, Stephanie
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